October 1, 2021 •
Estate Planning ![]()
Whatever the reason, whether your life is a bed of roses or a getting-worse-nightmare, there are things you can do now to insure what you leave will go to who you want. And when. And in what portion or portions.
Read MoreSeptember 10, 2021 •
Estate Planning ![]()
Vacation property can become a family legacy. Keeping your cabin, fishing lodge, hunting property or other special assets separate for future generations is often a special goal for a family.
Read MoreAugust 12, 2021 •
Estate Planning ![]()
Beneficiaries, in general, are people or entities that the holder of an account designates to receive the assets in the account, typically, in the event of the account holder’s death.
Read MoreJuly 28, 2021 •
Estate Planning ![]()
We have seen some step siblings able to all get along fine but they seem to be the exception. More likely, one sibling feels divided loyalty to the birth parent, not the step-parent.
Read MoreJuly 22, 2021 •
Estate Planning 
It’s generally a bad idea to name a trust as beneficiary of your IRA. The IRA usually loses the power of tax deferral, because it must be distributed faster than in other scenarios.
Read MoreJuly 5, 2021 •
Estate Planning ![]()
It may seem like a grim way to spend your free time, but planning your estate when you are young can actually give you the peace of mind you will need to enjoy your golden years in the future.
Read MoreJune 23, 2021 •
Estate Planning ![]()
Right now, gifts to trusts can take advantage of high tax exemptions and remove future appreciation of assets from taxable estates. One example available to spouses is making a gift to a trust that allows for a qualified terminable interest property (QTIP) election.
Read MoreJune 7, 2021 •
Estate Planning ![]()
Most people should have a will, but it's rarely the most significant estate planning document that an individual will hold.
Read MoreMay 20, 2021 •
Estate Planning 
You can reduce stress and expenses for yourself and your family, if you develop an estate plan that includes these important documents.
Read MoreMay 11, 2021 •
Estate Planning ![]()
You may love your son-in-law or daughter-in-law now, but that could change down the road. So, if you don’t want your money going to your child’s future ex, here’s what you should do.
Read More
